SPDR SERIES TRUST's ticker is BWX and the CUSIP is 78464A516. A total of 131 filers reported holding SPDR SERIES TRUST in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2014 | $514,000 | -20.2% | 9,301 | -17.1% | 0.01% | -25.0% |
| Q3 2014 | $644,000 | -62.3% | 11,221 | -60.1% | 0.01% | -61.3% |
| Q2 2014 | $1,707,000 | +90.9% | 28,116 | +86.6% | 0.03% | +82.4% |
| Q1 2014 | $894,000 | -33.5% | 15,066 | -35.4% | 0.02% | -22.7% |
| Q4 2013 | $1,345,000 | -55.7% | 23,324 | -55.2% | 0.02% | -62.1% |
| Q3 2013 | $3,039,000 | +146.9% | 52,072 | +138.2% | 0.06% | +123.1% |
| Q2 2013 | $1,231,000 | – | 21,858 | – | 0.03% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Perella Weinberg Partners Capital Management LP | 3,921,860 | $83,300,305 | 9.05% |
| Checchi Capital Advisers, LLC | 1,463,510 | $31,084,955 | 2.88% |
| Peak Financial Management, Inc. | 277,514 | $5,894,404 | 2.14% |
| Upper Left Wealth Management, LLC | 89,595 | $1,902,998 | 1.98% |
| Baron Financial Group, LLC | 142,445 | $3,025,532 | 1.96% |
| Ackerman Capital Advisors, LLC | 314,454 | $6,679,003 | 1.86% |
| LEUTHOLD GROUP, LLC | 571,779 | $12,144,586 | 1.70% |
| Quent Capital, LLC | 386,258 | $8,204,112 | 1.28% |
| Spartan Planning & Wealth Management | 42,532 | $903,380 | 1.06% |
| Blueprint Investment Partners LLC | 150,708 | $3,201,045 | 1.03% |